Creating Word Doc from Excel

Assuming you want to have a different workbook for each client, to do this properly you should create a separate Word template with all of the boilerplate text and either bookmarks or custom document properties for the output from your Excel workbook. Automating Word to create a document from such a template and populate it is pretty straightforward and there's lots of code around showing how to do so.

Alternatively, if you always use the same workbook, you could create a separate Word template (or document) with all of the boilerplate text and use LINK fields to import the data from Excel. Quite a simple process requiring no code at all unless you want to automate Word from Excel for this.

No, not at all. I was referring to Word automation and/or OLE linking. Entirely different concepts from mailmerge.

Ok thanks, I ended up just creating a mail merge template in word. I created another sheet in the excel file and cherry picked the fields I needed and put it in a row. I put the field names in row 1, and created a mail merge template in word and use that tool to pick up the fields I want in the excel spreadsheet. I'm not very familiar with OLE, but its a quick fix to get the job done when dead lines are tight. I'll be researching OLE to improve on it. The =TEXT(), for example =TEXT(A2, "$###,###,###") command was very important to put into the fields because you lose a lot of the number formatting when you mail merge into word.

There are other ways of managing the formatting in a mailmerge context. One is to use the DDE data connection method; the more common method is to use field switches in Word to manage the formatting. The latter gives added flexibility, in that the one mailmerge field can be output in different formats in the document according to context.